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Galvin Gaustad & Stein’s iShares Gold Trust IAU Stock Holding History

Galvin Gaustad & Stein’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$653K Sell
7,408
-327
-4% -$30K 0.05% 154
2025
Q4 		$628K Buy
7,735
+80
+1% +$6.26K 0.05% 151
2025
Q3 		$557K Buy
7,655
+57
+0.8% +$3.72K 0.05% 138
2025
Q2 		$474K Buy
7,598
+219
+3% +$13.6K 0.04% 137
2025
Q1 		$435K Sell
7,379
-70
-0.9% -$3.79K 0.04% 136
2024
Q4 		$369K Buy
7,449
+2,255
+43% +$113K 0.03% 146
2024
Q3 		$258K Hold
5,194
– – 0.02% 159
2024
Q2 		$228K Sell
5,194
-2,610
-33% -$115K 0.02% 166
2024
Q1 		$328K Buy
7,804
+767
+11% +$30.1K 0.03% 148
2023
Q4 		$275K Hold
7,037
– – 0.03% 152
2023
Q3 		$246K Buy
7,037
+862
+14% +$31.5K 0.02% 157
2023
Q2 		$225K Hold
6,175
– – 0.02% 158
2023
Q1 		$231K Sell
6,175
-700
-10% -$25.1K 0.02% 150
2022
Q4 		$238K Sell
6,875
-167
-2% -$5.48K 0.02% 148
2022
Q3 		$222K Buy
+7,042
New +$231K 0.02% 151
2022
Q2 		– Sell
-5,525
Closed -$203K – 172
2022
Q1 		$203K Buy
+5,525
New +$197K 0.02% 167
2021
Q2 		– Sell
-5,861
Closed -$191K – 193
2021
Q1 		$191K Buy
5,861
+336
+6% +$11.5K 0.02% 188
2020
Q4 		$200K Buy
+5,525
New +$198K 0.02% 182

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Galvin Gaustad & Stein's IAU Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its iShares Gold Trust (IAU) stake by 4.2% in Q1 2026, selling an estimated $30K and leaving 7,408 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #154.

Galvin Gaustad & Stein first reported a position in IAU in Q4 2020 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Galvin Gaustad & Stein held 7,408 shares of iShares Gold Trust worth $653K as of Q1 2026.
  • Galvin Gaustad & Stein sold 327 iShares Gold Trust shares in Q1 2026, an estimated $30K.
  • iShares Gold Trust made up 0.05% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #154 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Gold Trust in Q4 2020 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.